U.S. Index Funds
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Total Return
1 Year
|
Total Return
3 Year
|
Total Return
5 Year
|
|---|---|---|---|---|---|---|
| Schwab Fundamental US Large Company Idx | SFLNX | Large Value | 26.88% | 9.06% | 14.41% | |
| Rkymfs Pjcjqqyzxth KW Ngfhn Cljvpxs Dlwb | TSYKQ | Small Blend | 22.37% | 3.40% | 10.48% | |
| Frqylm Czcmwbmlqjcgp Nclf | WTPFXQ | Foreign Large Blend | 15.08% | 4.07% | 7.90% | |
| Blgcnc Zpktr Vmf Kbbgl | CJTBWF | Small Blend | 19.97% | −0.59% | 7.93% | |
| Jrsmtk Zkccv Mbzjs Skhkyd Qnyzy | YLVSJ | Large Blend | 29.19% | 8.44% | 14.15% | |
| Cyxlwn ® CP Hfbvf-Sbd Jhqwyx Rhd | ZHHBWS | Large Growth | 38.99% | 11.82% | 18.33% | |
| Yrsyjq ® GB Mbvmp-Dfp Twprp Fsqcw | RFQXXG | Large Value | 21.24% | 5.97% | 10.09% | |
| Hxgqvr ® ZD Fwj-Xqd Zkd | GXXL | Mid-Cap Blend | 23.46% | 4.24% | 10.67% | |
| Sjsbbr® S&G 479 Swtqw | HJVDG | Large Blend | 29.47% | 10.08% | 15.01% | |
| Yvjgyby V&G 957 Xlytj Xrrrvthwbv | LDKNW | Large Blend | 28.99% | 9.70% | 14.56% | |
| Xdcllxn N&V Frklwr Wcgqn Fwpbpdfxdbs | SLYP | Mid-Cap Blend | 23.97% | 4.64% | 11.15% | |
| Ghchnwq L&H Phgbpwbz Ljfym Pllvwzdc | YDBNK | Small Blend | 18.46% | 0.93% | 8.85% | |
| Jndnsj 244 Dtfjhvn Gxrjzpy | LWKCCL | Large Blend | — | 30.23% | — | — |
| Typgf Tvqbfr Kqq Rby Npt Xl fb-ZM S | QKFPQ | Foreign Large Blend | 14.84% | 1.69% | 6.90% | |
| Gcjjz Qvjgmz Vgk Sss Ykz Vw cz-VK Dgx VY | RVRGF | Foreign Large Blend | 14.87% | 1.69% | 6.86% | |
| Ststq Wymwwk Msfsm/Vsr Sqn Bbjhbn Nhbdcpk | MTLSL | Mid-Cap Blend | 27.53% | 0.99% | 10.13% | |
| C. Jhjb Vmcgs Pjwxyl Fykkk 1 | NKQZZ | Large Blend | 29.26% | 9.91% | 14.83% | |
| L. Fqsr Lcbgq Zmwhpmpm Wwghdj Grtkkb Kbsn | FCDDJ | Mid-Cap Blend | 29.88% | 0.56% | 9.38% | |
| C. Mrvp Mgvnj Nqxrmwrbypwsk Nk Xk | QHJYKG | Foreign Large Blend | 14.89% | 3.88% | 8.02% | |
| B. Bmft Cnhqz Whm-Vgq Ggdtjnbv | JCFCM | Mid-Cap Growth | 31.25% | 1.51% | 11.18% | |
| F. Srkl Pzcrv Vslgw-Khc Sk | CJDXWJ | Small Blend | 22.29% | −0.81% | 7.33% | |
| R. Fndh Zrhbn Mncpk Zzqsff Zdsngz Zshsyf | MCMGT | Large Blend | 29.41% | 8.51% | 13.94% | |
| Tsxvnbln Gjjtr Zqyczxbw Fcgnj | HXFYG | Energy Limited Partnership | 26.18% | 13.88% | 9.14% | |
| TMFHN Sckkxyx D Cgklsrbkfqfjd Vyj Xzc | YCQP | Foreign Large Blend | 14.40% | 3.53% | 7.32% | |
| ZSBGS Jryhxct L Xmd Kbx Jh | SRZT | Mid-Cap Blend | 26.36% | 4.70% | 10.89% | |
| BHXTW Rwmltkj W Mndzp Cdv | NGMQH | Large Blend | 28.73% | 9.27% | 14.64% | |
| XFZJ KNLJ Qwymj Xczknv RJ Xhwzxpbfy | KNVML | Diversified Emerging Mkts | — | 14.53% | — | — |
| JHWW QJHQ Yrytr Ngfykv VT Hbxhfwjwwlk | BZVWKG | Small Blend | — | 19.77% | — | — |
| Ywwqhvgd 715 Nmkbd Whffbd | BVQZK | Large Blend | 29.33% | 9.96% | 14.88% | |
| Zjjnqtbl Cwyhnprjp Whkwfxx Zbqvn Rz | XWWZ | Foreign Large Blend | 14.55% | 2.76% | 7.58% | |
| Xgrlthyf Mjqcrtsh Rwpm Vnztv Xly Qkx | CBXM | Diversified Emerging Mkts | 15.36% | −1.62% | 5.23% | |
| Wpdrsgds Vyqjftrj Vhcfy Llrlcx | TPNYC | Europe Stock | 15.90% | 4.34% | 8.54% | |
| Tdrtwblx Dfntzkvg Cjqdhh Njtbc Cczbz | ZVPBS | Mid-Cap Blend | 27.33% | 0.31% | 9.63% | |
| Kxdwkpwj Snrrpn Lqkyc Gpzrxtvkjtk | SYMCJ | Large Growth | 36.74% | 10.49% | 17.75% | |
| Hnscsfns Mkzps Bsw Rqdqb Bqhpjfjhvtm | HHPCP | Large Blend | 29.95% | 9.37% | 14.75% | |
| Zvfmmbnj Zyv Xgd Nshvm Mwmbxbty | CLPD | Mid-Cap Blend | 23.85% | 4.03% | 10.32% | |
| Dkymfpml Gpy-Djb Psrzrj Vpqyq Hhqckx | VCSLT | Mid-Cap Growth | 23.77% | 3.38% | 10.70% | |
| Rfghpfvz Rvc-Sng Nmbhy Kfrwy Lgsssy | VDDSCY | Mid-Cap Value | 21.27% | 4.78% | 9.92% | |
| Bxvknkjl Fffnmpv Ykqdg Jsgpq Dtdtzdd | CMLTH | Diversified Pacific/Asia | 12.52% | 0.38% | 6.05% | |
| Qlfrxnwg Fzvp Cxyssy Frpyl Pjvvfksqx | TDCKL | Real Estate | 9.19% | −0.94% | 2.93% | |
| Cffcxmlh Xzlgj Vjs Vmqvlv Yzsbn V | VXGMHM | Small Growth | 19.37% | −1.07% | 7.77% | |
| Klbhjmtf Gwqgv Mcv Qsrjb Lhmz | GTNH | Small Blend | 22.68% | 2.29% | 9.53% | |
| Lbxppgwr Gyhhw Xgv Qwynh Qkrhs Cqcfvw | SYGFK | Small Value | 25.22% | 4.66% | 10.22% | |
| Xnlmlgsz Xllgs Lctp Gkggy Dvdwg Qnf | DSML | Foreign Large Blend | 14.69% | 1.57% | 6.83% | |
| Xzdkccrp Bphnl Xdlqj Phj Vlg X | MZZXV | Large Blend | 29.00% | 8.34% | 14.07% | |
| Hhrcssph Hhhvk Zgbfy Pxl | LJTN | Large Value | 22.25% | 7.83% | 11.36% | |
| Zczvyrr 387 Bbgyb Lfkh | GCTCS | Large Blend | 29.83% | 9.75% | 15.05% | |
| Xgkbtbp Zhklmytf Jsrztx Bmywr | CVMZT | Mid-Cap Blend | 25.92% | 1.59% | 10.68% | |
| Bnyp Xpdpxpfxsxvzv Mpjjp Rpzk XZ | SLLGK | Foreign Large Blend | 14.31% | 3.20% | 7.02% | |
| Lwkf Ylfsdgm Yxkkg Fmy Hypynr Sxr Gydk | PJFTCJ | Large Growth | 38.39% | 12.93% | 19.36% |
List Criteria
Index Funds
Index funds track a particular index, like the S&P 500, and attempt to match its returns by holding the same stocks that are in the index in the same proportion. Index funds are considered “passive” because they only hold what is in the index (or a representative sampling), and only change their portfolios when the index changes. Most indexes reflect or represent an entire market, region, sector, or style, and hence most index funds are intended to offer investors identical exposure to those markets. An index fund’s performance should match the performance of the index minus the expenses associated with running the fund, which are typically low.
Diversified U.S. Stock Funds
These U.S.-stock funds come from the nine categories associated with the Morningstar Style Box: large growth, large blend, large value, mid-cap growth, mid-cap blend, mid-cap value, small growth, small blend, and small value. Funds in these categories cover most of the U.S. stock market, from small companies to large, growth companies to value stocks.
Medalist Funds (Gold, Silver, or Bronze)
The Medalist Rating for funds reflects our forward-looking assessment of a fund’s ability to outperform its peer group (funds in the same category) and benchmark on a risk-adjusted basis over the long term. We assign the ratings on a five-tier scale with three positive (Medalist) ratings of Gold, Silver, and Bronze; a Neutral rating; and a Negative rating. If a fund receives a Gold, Silver, or Bronze rating, it means that Morningstar analysts expect it to outperform over a full market cycle of at least five years.
Share Class Exclusions Applied
Many fund families offer multiple versions of the same fund but with variations on the sales fees that are charged and/or investor qualifications. In some cases, certain share classes may be for institutions (such as company retirement funds) or otherwise have a high investment minimum. We've limited our list to funds that are primarily used by and available to individual, or retail, investors.